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992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
751
Fisher Asset Management
Washington
$303K +$8.89K +52 +3%
Fuller & Thaler Asset Management
752
Fuller & Thaler Asset Management
California
$300K
WDA
753
Wendell David Associates
New Hampshire
$300K
WP
754
WMS Partners
Maryland
$299K
WB
755
WesBanco Bank
West Virginia
$296K -$17.1K -100 -6%
CAPTRUST Financial Advisors
756
CAPTRUST Financial Advisors
North Carolina
$294K +$45.7K +267 +19%
STA
757
Summit Trail Advisors
New York
$290K +$267K +1,563 New
FMT
758
First Mercantile Trust
Tennessee
$289K -$35.4K -207 -11%
WT
759
Whittier Trust
California
$287K +$26.5K +155 +11%
IA
760
IFG Advisory
Georgia
$287K +$278K +1,626 New
BAS
761
Brown Advisory Securities
Maryland
$286K +$278K +1,623 New
HC
762
Hamilton Capital
Ohio
$283K +$274K +1,600 New
RR
763
Robotti Robert
$282K -$28.2K -165 -9%
AWM
764
Avior Wealth Management
Nebraska
$282K +$273K +1,595 New
IBOK
765
Independence Bank of Kentucky
Kentucky
$281K +$272K +1,590 New
AB
766
AT Bancorp
Iowa
$278K
FNBT
767
FineMark National Bank & Trust
Florida
$276K +$38K +222 +17%
CA
768
Calton & Associates
Florida
$276K +$251K +1,468 New
FAN
769
Financial Advisors Network
California
$273K +$171 +1 +0.1%
SC
770
Savant Capital
Illinois
$270K -$34.2K -200 -12%
HIC
771
Hartline Investment Corp
Illinois
$270K
FTC
772
Farmers Trust Company
Ohio
$270K +$4.62K +27 +2%
KMC
773
Kirr Marbach & Co
Indiana
$269K +$171 +1 +0.1%
IAM
774
Impax Asset Management
New Hampshire
$268K -$36.9K -216 -12%
HA
775
Hays Advisory
Tennessee
$267K +$42.6K +249 +20%

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.